Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,827 | $135,645-76.5% | $110,243-71.1% | $135,379-76.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.69% | 513.24%-523.9pp | 314.76%-325.5pp | 519.79%-530.5pp |
| Employer contribution / active EE | $2,570 | $4,907-47.6% | $3,827-32.8% | $4,779-46.2% |
| Participant deferral / active EE | $7,364 | $5,507+33.7% | $4,672+57.6% | $5,609+31.3% |
| Admin fee / account holder | $210 | $11,458-98.2% | $8,548-97.5% | $10,828-98.1% |